Articles by Jason Spits

Fixed Income, Investments

Global recovery creates bond value

global recovery bonds

The outlook for yields from global bonds remains positive off the back of the recovery of investment markets, but COVID variants could derail that view.

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Direct Domestic Shares, Investments

Bank dividends underestimated

bank dividends

Australian banks are in a good position to grow their earnings and therefore pay dividends after protecting themselves from the worst of last year’s downturn.

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Business news

Leading service providers named

service provider awards

Smstrusteenews and research house CoreData have announced the winners of the SMSF Service Provider Awards 2021, which were presented during a recent online event.

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ATO, Compliance & Regulation

ABR updated to allow six-member funds

ABR six member

Updates to the Australian Business Register (ABR) to allow the creation of six-member SMSFs are complete and will replace an interim process offered by the ATO.

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ETFs

SMSFs stick with ETFs, but shift focus

SMSFs ETFs

SMSF investors have been long-term users of ETFs, but market expansion has changed how they use them within their portfolios.

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Estate Planning

SuperStream hits death benefits

SuperStream death benefit

Death benefit rollovers will be treated differently under SuperStream from 1 October, depending on who the beneficiary is in the eyes of the ATO.

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Auditing, Documentation

Detailed asset valuation evidence needed

Asset valuation evidence

The evidence used to justify the market valuation of an asset must be more detailed and provided to auditors under new guidance from the ATO.

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Australian Shares, International Shares

Share markets hang on vaccines, inflation

Share market vaccines inflation

The performance of share markets will depend on the rollouts of COVID-19 vaccines and the avoidance of inflation in economies that are reopening.

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ATO, Tax

ATO’s NALE position finalised

NALE nexus income

The ATO has released its final ruling on the treatment of NALE and will continue to view the expenses as having a nexus to all of a super fund’s income.

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Retirement, Superannuation

Retirement income covenant captures SMSFs

retirement income superannuation

The retirement income covenant will apply to all super funds, including SMSFs, and will carry similar obligations to those required for investment strategies.

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